Preface

What this manual is about

The Oracle Financial Analyzer Installation and Upgrade Guide provides the information that you need to install Oracle Financial Analyzer (hereinafter referred to as "Financial Analyzer") on an NT or Unix server and on client PCs.

Intended audience

This manual is intended for individuals who will install Financial Analyzer.

Financial Analyzer documentation set

This manual is part of a set of documentation, which also includes the following documents:

• Oracle Financial Analyzer User's Guide -- Describes the Financial Analyzer user environment and provides detailed information about how to perform database maintenance and document customization tasks.

• Online Help -- Provides essential procedural and reference information for both system administrators and users. You can access Help in the following ways:
  • By choosing an option from the Help menu.

  • By pressing F1.

  • By choosing a Help command button.

• Release Notes -- Highlight information for this version of Financial Analyzer, including release history, new features, product-specific functions, and known problems.

Structure of this document

The Oracle Financial Analyzer Installation and Upgrade Guide is structured as follows:

• Chapter 1 describes the requirements for both server and client installations and lists additional software that you can install for use with Financial Analyzer. Read this chapter before you begin installing.

• Chapter 2 provides procedures for server and client installations and lists the directory structures and files that are installed for each workstation type. This chapter also provides procedures for configuring Financial Analyzer Web Publishing and for configuring the Task Processor to run in the background.

• Chapter 3 describes how to upgrade Financial Analyzer from previous versions.

• Chapter 4 provides information about the configuration files that are installed and details the settings that must be specified for each workstation type.

• Chapter 5 explains how to manually install Administrator and Super administrator workstations as thick clients and as thin clients that are part of a cluster configuration.

• Appendix A describes how to troubleshoot errors that may occur during initial startup of a workstation.

• Appendix B explains how to rename or change the location of a shared database.

• Appendix C describes how to reduce the number of code databases on a single server.

• Appendix D describes the post-installation set up tasks for the AS Portlets. It also describes other AS Portlet maintainance tasks

Conventions

Text conventions

You will find the following text conventions in this document.

Convention	Usage
Boldface text	Indicates menu items, command buttons, options, field names, and hyperlinks. Bold text is also used for notes and other secondary information in tables (for example, Result).
Fixed-width text	Indicates folder names, file names, operating system commands, and URLs. Also indicates examples and anything that you must type exactly as it appears. For example: If you are asked to type show eversion, you would type all the characters exactly as shown in the fixed-width font.
Italic text	Indicates variables, including variable text. Variable text is used when dialog boxes or their components are unlabeled or have labels that change dynamically based on their current context. The wording of variable text does not exactly match what you see on your screen. Italic type is also used for emphasis, for new terms, and for titles of documents.
UPPERCASE text	Indicates Express commands and objects and acronyms.

Mouse usage

Always use the left mouse button unless you are specifically instructed to use the right mouse button.

The term "left mouse button" refers to the dominant button. If you have reconfigured your mouse to reverse the functions of the left and right buttons, then you will need to use the reverse button when you follow the procedures in this manual.

Formats for key combinations and sequences

Key combinations and key sequences appear in the following formats.

IF you see the format . . .	THEN . . .
Key1+Key2,	press and hold down the first key while you press the second key. For example: "Press Alt+Tab" means to press and hold down the Alt key while you press the Tab key.
Key1, Key2,	press and release the keys one after the other. For example: "Press Alt, F, O" means to press and release the Alt key, press and release the F key, then press and release the O key.

Documentation Accessibility

Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Standards will continue to evolve over time, and Oracle Corporation is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For additional information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/.

Accessibility of Code Examples in Documentation

JAWS, a Windows screen reader, may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, JAWS may not always read a line of text that consists solely of a bracket or brace.

Accessibility of Links to External Web Sites in Documentation

This documentation may contain links to Web sites of other companies or organizations that Oracle Corporation does not own or control. Oracle Corporation neither evaluates nor makes any representations regarding the accessibility of these Web sites.